Capital AllocationSUI has over $500 million of unrestricted cash on the balance sheet and plans share buybacks, adding accretion to future estimates.
Earnings PerformanceThe company's core MH/RV business continues to perform well, with earnings trajectory expected to outpace most other residential REITs.
Financial PositionSUI possesses one of the lowest leverage levels in REIT-land, with net debt to EBITDA below 3.5x.